IBTQ vs VOO

IBTQ vs VOO

Which is better, IBTQ or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIBTQVOO
Expense Ratio0.07%0.03%Best
AUM$243M$997.4B
Dividend Yield6.70%1.04%
Holdings6509
YTD Return+0.42%+11.55%Best
1Y Return+0.70%+17.54%Best
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Volatility (annualized)4.4%Best12.2%
Max Drawdown-4.0%Best-12.6%
$10,000 over 1.5 years$10,690$13,643Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionMar 25, 2025Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 26, 2025 to Sep 10, 2026 (1.5 years).

IBTQ vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.5 years both funds cover.

IBTQ vs VOO Performance

iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) is an ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year IBTQ returned +0.70% while VOO returned +17.54%. Year to date, IBTQ is up 0.42% versus a gain of 11.55% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 4.4% for IBTQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -4.0% for IBTQ and -12.6% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.14. They move largely independently of each other.

Fees and Cost Over Time

IBTQ charges 0.07% per year while VOO charges 0.03%. On a $10,000 position that is $7 vs $3 annually, a gap of $4 per year that compounds over a long holding period. On income, IBTQ currently yields 6.70% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 4 holdings in IBTQ and 505 in VOO, totalling 76.5% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 62 days apart, IBTQ as of Aug 31, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 4 positions we hold weights for in IBTQ and 505 in VOO, against full books of 6 and 509.

You are not choosing between two funds in isolation.

Whichever of IBTQ and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IBTQVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IBTQ or VOO?

IBTQ has an expense ratio of 0.07% while VOO charges 0.03%. VOO is the cheaper option, by $4 a year on a $10,000 investment.

Which performed better, IBTQ or VOO?

Over the past year IBTQ returned +0.70% vs +17.54% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), IBTQ annualized +4.55% vs +23.01% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IBTQ or VOO?

VOO has been the more volatile fund at 12.2% annualized versus 4.4% for IBTQ. Worst drawdown: IBTQ -4.0% vs VOO -12.6%.

Should I hold both IBTQ and VOO?

IBTQ and VOO have a monthly-return correlation of 0.14, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IBTQ or VOO?

IBTQ yields 6.70% while VOO yields 1.04%, so IBTQ currently pays the higher dividend yield.

Is VOO better than IBTQ?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.